| Metric | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 |
|---|---|---|---|---|---|
| Revenue | 6.7B +15.1% | 5.8B +9.3% | 5.3B +0.4% | 5.3B +3.0% | 5.2B |
| Cost of Revenue | 3.2B +10.7% | 2.9B +8.8% | 2.7B +2.1% | 2.6B +2.2% | 2.6B |
| Gross Profit | 3.5B +19.5% | 2.9B +9.8% | 2.7B -1.3% | 2.7B +3.7% | 2.6B |
| Operating Expenses | 965.3M +11.8% | 863.5M +2.7% | 841.0M -1.7% | 855.8M +0.8% | 848.6M |
| R&D | 642.9M +10.2% | 583.2M +1.7% | 573.3M -0.5% | 576.4M -0.6% | 580.2M |
| SG&A | 322.3M +15.0% | 280.3M +4.7% | 267.7M -4.2% | 279.3M +4.1% | 268.4M |
| Operating Income | 2.5B +22.8% | 2.0B +13.1% | 1.8B -1.0% | 1.8B +5.1% | 1.7B |
| EBITDA | 2.6B +21.7% | 2.2B +13.0% | 1.9B -0.9% | 1.9B +5.0% | 1.8B |
| Net Income | 2.3B +24.8% | 1.8B +14.5% | 1.6B +1.6% | 1.6B -8.8% | 1.7B |
| EPS (Basic) | $1.82 +24.7% | $1.46 +15.0% | $1.27 +2.4% | $1.24 -8.1% | $1.35 |
| EPS (Diluted) | $1.81 +24.8% | $1.45 +15.1% | $1.26 +1.6% | $1.24 -8.1% | $1.35 |
| Shares (Diluted) | 1.3B -0.1% | 1.3B -0.3% | 1.3B -0.6% | 1.3B -0.6% | 1.3B |